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NEXT‐LEVEL
FACEBOOK 
STALKING
FOR BUSINESS
STEPHEN BOSWELL, MBA
KEVIN NICHOLS, MBA
WWW.OECHSLI.COM
WHAT TO EXPECT
1 Facebook's graph search
2 Seek out major life events
3 What your competitors are saying
4 Find introducer...
GRAPH SEARCH?
WHAT IS FACEBOOK'S
WWW.OECHSLI.COM
GRAPH SEARCH
FACEBOOK'S
A search engine based on the vast amount of Facebook intelligence
(e.g., people, posts, photos, pl...
FINANCIAL ADVISORS
HOW CAN
LEVERAGE THIS FOR BUSINESS?
WWW.OECHSLI.COM
MAJOR LIFE EVENTS
1. SEEK OUT
WWW.OECHSLI.COM
MAJOR LIFE EVENTS
SEEK OUT
Facebook is the home of
major life events.
Search for keywords like
“new grandson”
Your results...
YOUR COMPETITORS
2. SEE WHAT PEOPLE SAY ABOUT
WWW.OECHSLI.COM
YOUR COMPETITORS
SEE WHAT PEOPLE SAY ABOUT
Want to see what people are posting about another
advisor or firm in town? Simp...
INTRODUCE YOU
3. FIND SOMEONE WHO CAN
WWW.OECHSLI.COM
CAN INTRODUCE YOU
FIND SOMEONE WHO
Introductions are one of
the most powerful
marketing tactics for
financial advisors.
Fi...
SEARCH EXAMPLES
FINDING INTRODUCERS
My friends who work at [company name]
If you don’t know anyone who directly works at t...
"LIKE" YOUR PAGE
4. FIND FRIENDS WHO DON'T
WWW.OECHSLI.COM
DON'T "LIKE" YOUR PAGE
FIND FRIENDS WHO
Search who likes your page
and compare it your friend
list to identify the straggl...
"LIKE" YOUR PAGE
5. UNDERSTAND PEOPLE WHO
WWW.OECHSLI.COM
WHO "LIKE" YOUR PAGE
UNDERSTANDING PEOPLE
Gather insight into the
behaviors of your
audience by finding the
posts they lik...
SEARCH EXAMPLES
PEOPLE WHO "LIKE" YOUR PAGE
Posts liked by people who like [your page name]
Pages liked by people who like...
WWW.OECHSLI.COM
THAT'S JUST THE TIP OF THE ICEBERG
4-part webinar series begins April 20th
Hosted by Stephen Boswell
and K...
FACEBOOK
SELLING ESSENTIALS
LEARN TO LEVERAGE THE WORLD'S BEST MARKETING PLATFORM
SOURCE NAMES, DEEPEN CLIENT RELATIONSHIP...
SPEAKERSFACEBOOK SELLING ESSENTIALS
STEPHEN BOSWELL, MBA
Chief Operating Officer at The Oechsli
Institute and author of Be...
SESSION 1 SESSION 2
Your Personal
Facebook Profile
Your Personal
Facebook Profile,
cont.
Creating a Facebook
Page for Your...
SESSION 1
YOUR PERSONAL FACEBOOK PROFILE
Building the ideal personal Facebook profile
Respecting the culture and earning t...
SESSION 2
YOUR PERSONAL FACEBOOK PROFILE
The amazing Facebook newsfeed
Facebook’s Graph Search
Surprise and Delight ideas
...
SESSION 3
CREATING A FACEBOOK PAGE FOR YOUR BUSINESS
The difference between Personal and Business pages
The first steps to...
SESSION 4
ADVERTISING ON FACEBOOK
Defining demographics
Understanding what your customers “like"
Designing your ad (valuab...
FACEBOOK
SELLING
ESSENTIALS
bit.ly/FBselling16
WWW.OECHSLI.COM
THE OECHSLI INSTITUTE
ABOUT US
We're a research-based coaching organization. For over three decades, we've
conducted ongoi...
WWW.OECHSLI.COM
CONNECT WITH US
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Next-Level Facebook Stalking for Business

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Facebook's powerful graph search is highly under-leveraged. As a true “social search", it's based on people, posts, photos, events, and much more.

Imagine aggregating the vast amount of Facebook data for users to intelligently search within. Graph search also responds to a natural language query – which makes it easier for you to use.

Check out the SlideShare below to learn next-level Facebook for business strategies.

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Next-Level Facebook Stalking for Business

  1. 1. NEXT‐LEVEL FACEBOOK  STALKING FOR BUSINESS STEPHEN BOSWELL, MBA KEVIN NICHOLS, MBA WWW.OECHSLI.COM
  2. 2. WHAT TO EXPECT 1 Facebook's graph search 2 Seek out major life events 3 What your competitors are saying 4 Find introducers 5 Friends who "Like" your page 6 People who don't "Like" your page 7 Facebook Selling Essentials WWW.OECHSLI.COM
  3. 3. GRAPH SEARCH? WHAT IS FACEBOOK'S WWW.OECHSLI.COM
  4. 4. GRAPH SEARCH FACEBOOK'S A search engine based on the vast amount of Facebook intelligence (e.g., people, posts, photos, places, pages, groups, apps, and events on the social network). Responds to natural language queries Ex search: “My friends who like XYZ Wealth Management” WWW.OECHSLI.COM
  5. 5. FINANCIAL ADVISORS HOW CAN LEVERAGE THIS FOR BUSINESS? WWW.OECHSLI.COM
  6. 6. MAJOR LIFE EVENTS 1. SEEK OUT WWW.OECHSLI.COM
  7. 7. MAJOR LIFE EVENTS SEEK OUT Facebook is the home of major life events. Search for keywords like “new grandson” Your results will be specific to your Facebook network and a combination old and new posts. WWW.OECHSLI.COM
  8. 8. YOUR COMPETITORS 2. SEE WHAT PEOPLE SAY ABOUT WWW.OECHSLI.COM
  9. 9. YOUR COMPETITORS SEE WHAT PEOPLE SAY ABOUT Want to see what people are posting about another advisor or firm in town? Simply run a keyword search with their firm name: “XYZ Wealth Management” “XYZ Financial Planners” WWW.OECHSLI.COM
  10. 10. INTRODUCE YOU 3. FIND SOMEONE WHO CAN WWW.OECHSLI.COM
  11. 11. CAN INTRODUCE YOU FIND SOMEONE WHO Introductions are one of the most powerful marketing tactics for financial advisors. Find introducers by searching amongst your Facebook friends. WWW.OECHSLI.COM
  12. 12. SEARCH EXAMPLES FINDING INTRODUCERS My friends who work at [company name] If you don’t know anyone who directly works at that company, you can also see which of your friends knows someone who does. Friends of people who work at [company name] WWW.OECHSLI.COM
  13. 13. "LIKE" YOUR PAGE 4. FIND FRIENDS WHO DON'T WWW.OECHSLI.COM
  14. 14. DON'T "LIKE" YOUR PAGE FIND FRIENDS WHO Search who likes your page and compare it your friend list to identify the stragglers. My friends who like [your page name] Send a personal message to each of your friends asking them to support you. WWW.OECHSLI.COM
  15. 15. "LIKE" YOUR PAGE 5. UNDERSTAND PEOPLE WHO WWW.OECHSLI.COM
  16. 16. WHO "LIKE" YOUR PAGE UNDERSTANDING PEOPLE Gather insight into the behaviors of your audience by finding the posts they like, tend to engage with, and more. WWW.OECHSLI.COM
  17. 17. SEARCH EXAMPLES PEOPLE WHO "LIKE" YOUR PAGE Posts liked by people who like [your page name] Pages liked by people who like [your page name] Photos liked by people who like [your page name] Videos liked by people who like [your page name] Favorite interests liked by people who like [your page name] WWW.OECHSLI.COM
  18. 18. WWW.OECHSLI.COM THAT'S JUST THE TIP OF THE ICEBERG 4-part webinar series begins April 20th Hosted by Stephen Boswell and Kevin Nichols Learn More at bit.ly/FBselling16 FACEBOOK SELLING ESSENTIALS
  19. 19. FACEBOOK SELLING ESSENTIALS LEARN TO LEVERAGE THE WORLD'S BEST MARKETING PLATFORM SOURCE NAMES, DEEPEN CLIENT RELATIONSHIPS, PROFILE PROSPECTS WITHOUT COMING ACROSS AS INTRUSIVE HERE'S WHAT YOU GET: 4 content-packed sessions , weekly starting 4/20 at 2:00 PM ET Q & A with Stephen Boswell and Kevin Nichols Access to recordings of each session Handouts for each session WWW.OECHSLI.COM
  20. 20. SPEAKERSFACEBOOK SELLING ESSENTIALS STEPHEN BOSWELL, MBA Chief Operating Officer at The Oechsli Institute and author of Best Practices of Elite Advisors KEVIN NICHOLS, MBA Coaching Director at the Oechsli Institute and author of The Indispensable LinkedIn Sales Guide for Financial Advisors WWW.OECHSLI.COM
  21. 21. SESSION 1 SESSION 2 Your Personal Facebook Profile Your Personal Facebook Profile, cont. Creating a Facebook Page for Your Business SESSION 3 Advertising on Facebook SESSION 4 WWW.OECHSLI.COM
  22. 22. SESSION 1 YOUR PERSONAL FACEBOOK PROFILE Building the ideal personal Facebook profile Respecting the culture and earning the right to be “friends" Authentic posts = relationships accelerators Talking to clients about Facebook Must-know privacy settings WWW.OECHSLI.COM
  23. 23. SESSION 2 YOUR PERSONAL FACEBOOK PROFILE The amazing Facebook newsfeed Facebook’s Graph Search Surprise and Delight ideas Creating targeted “lists" A “like,” “comment,” and “share” strategy Using Facebook “events" WWW.OECHSLI.COM
  24. 24. SESSION 3 CREATING A FACEBOOK PAGE FOR YOUR BUSINESS The difference between Personal and Business pages The first steps to building Facebook “likes" How and why you should humanize your brand Secrets to encouraging engagement The best day of the week to post Posting content your target market cares about Automation tools that work WWW.OECHSLI.COM
  25. 25. SESSION 4 ADVERTISING ON FACEBOOK Defining demographics Understanding what your customers “like" Designing your ad (valuable + snackable) The most effective CTAs (calls to action) WWW.OECHSLI.COM
  26. 26. FACEBOOK SELLING ESSENTIALS bit.ly/FBselling16 WWW.OECHSLI.COM
  27. 27. THE OECHSLI INSTITUTE ABOUT US We're a research-based coaching organization. For over three decades, we've conducted ongoing studies on affluent investors and elite financial advisors. Through these parallel studies, we've found ourselves in a unique position in that we're able to field test the empirical data uncovered with hands-on application through our performance coaching. Learn more at www.oechsli.com WWW.OECHSLI.COM
  28. 28. WWW.OECHSLI.COM CONNECT WITH US

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